Admin Tips and Tricks - SAP Concur Community

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The Admin Tips & Tricks series is your go-to resource for optimization — practical, expert-approved guidance organized by theme. This hub article introduces each series and links directly to the content most relevant to where you want to focus.

Ready for some "ah-ha!" moments? The Admin Tips & Tricks series is curated by both SAP Concur product experts and customers — practical, bite-sized guidance organized into three themes: Spend Management, Travel Management, and Advancing Your Program. Use the sections below to jump to the area most relevant to you, or download the eBooks for a portable reference.

Download the full series as eBooks

The complete Tips & Tricks series is available as three downloadable eBooks covering 100+ tips, tricks, and best practices:

Spend Management

Get more control and efficiency out of your expense program — from how expense entries are captured to how approvals flow and card programs are managed.

Expense Entry

Tips for reducing errors at the point of entry — merchant code mapping, itemization, and common data quality fixes.

Receipts

How to configure receipt requirements that enforce policy without creating unnecessary friction for employees.

Card Programs

Managing corporate card programs effectively — transaction matching, personal expense handling, and card data feeds.

Workflow

Tips for optimizing approval routing — avoiding bottlenecks, managing delegate setups, and keeping reports moving.

Invoices

Spend management tips specific to invoice processing — vendor defaults, coding efficiency, and approval workflow improvements.

Delegates

How to configure and maintain delegate access — what delegates can and can't do, and how to minimize security risk while supporting operational flexibility.

Employee Experience

Make life easier for approvers — send-back features, audit trails, and communication tools that reduce approval friction and confusion.

Travel Management

Optimize your travel program — from policy enforcement and supplier content to duty of care and booking experience. The Travel Management series covers what experienced travel admins do to get more out of their program.

Duty of Care

How to use SAP Concur tools and integrations to locate and support travelers, fulfill duty of care obligations, and handle disruptions.

Policy Optimization

Practical techniques for reviewing and tightening travel policy — getting more compliance without adding friction for travelers.

Supplier Content

How to manage negotiated rates, preferred suppliers, and content sources to ensure travelers see the right options.

Booking Travel

Tips for improving the booking experience for travelers — profile completeness, search behavior, and common booking friction points.

Integrating Travel Tools

How to leverage SAP Concur's partner ecosystem — curated content, sustainability insights, safety tools, and automated expense data — to build the experience travelers want.

Advancing Your Program

Once your program is running, these resources help you push it further — deeper reporting, better compliance, smarter policy, and more efficient workflows.

Reporting

Key configuration practices that shape data visibility and accuracy — user roles, permissions, and reporting access in Analysis/Intelligence.

Intelligence & Analysis: Video Series

Video series covering advanced analytics and reporting insights for SAP Concur administrators.

Reporting

Advanced reporting tips for Intelligence users — using data to surface program health insights and drive decisions.

Auditing

Moving beyond basic audit rules — advanced configuration for stronger compliance with fewer false positives.

Request

Tips for getting more value from Concur Request — pre-approval workflows, expected expenses, and integration with Expense.

Car & Mileage

Making the most of Drive and mileage tracking — GPS automation, policy configuration, and accuracy improvements.

Data-Driven Policy Enforcement: Video Series

How to use historical expense data to uncover real spending patterns and refine your policy thresholds with evidence.

Foundational Tips

Two resources that every SAP Concur admin should bookmark:

Admin Tips and Tricks — covers the essentials: finding your edition, identifying your reporting platform, assigning ASCs, managing delegates, and training best practices
Admin Tips: Employees & FAQs — two videos on minimizing human error and addressing the questions users ask most
Webinar: Under the Hood with SAP Concur — How to Identify & Solve Your Top Spend Challenges — Admin Group webinar on diagnosing and addressing common spend management problems

About This Author

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I am our Community Strategy Retention & Demand Senior Manager here at SAP Concur, and have been with SAP Concur since 2017. Some of you may recognize me from the "original Community", the LinkedIn Client User Group, which I managed and moderated. I am thrilled that we now have this evolution of Community available and hope you are taking full advantage of our resources, groups, and forums. Please reach out to me if you have any questions or concerns about our Community, or just to say hello!